| IiShares安硕信托IQLT |
| 12.9% | 13.07% | $4,332.7万 | 87.4万股 | $4,095.7万 | 88.6万股 | -1.2万股-1.30% | 减仓 |
| IiShares安硕信托DGRO |
| 10.1% | 10.07% | $3,392.9万 | 44.8万股 | $3,155.7万 | 45.0万股 | -1,991股-0.44% | 减仓 |
| V先锋领航·SMALLVBR |
| 7.67% | 7.49% | $2,574.7万 | 10.6万股 | $2,345.8万 | 10.8万股 | -2,017股-1.87% | 减仓 |
| V先锋领航债券指数基金BIV |
| 5.79% | 5.96% | $1,943.3万 | 25.3万股 | $1,867.2万 | 24.2万股 | +1.1万股+4.73% | 加仓 |
| S嘉信策略信托SCHD |
| 5.06% | 5.27% | $1,700.8万 | 53.6万股 | $1,650.4万 | 53.8万股 | -1,588股-0.30% | 减仓 |
| V先锋领航·FSTEVWO |
| 4.2% | 4.61% | $1,409.9万 | 23.6万股 | $1,445.3万 | 26.7万股 | -3.1万股-11.66% | 减仓 |
| S嘉信·USSCHP |
| 3.38% | 3.49% | $1,136.4万 | 42.9万股 | $1,092.1万 | 41.0万股 | +1.8万股+4.49% | 加仓 |
| IiShares安硕信托AGG |
| 2.88% | 2.96% | $968.8万 | 9.8万股 | $928.1万 | 9.3万股 | +4,378股+4.68% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.87% | 2.96% | $962.5万 | 11.6万股 | $926.0万 | 11.2万股 | +4,546股+4.06% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.47% | 2.5% | $831.2万 | 8.6万股 | $782.8万 | 8.8万股 | -2,053股-2.33% | 减仓 |
| V先锋领航·TOTALBNDX |
| 2.18% | 4.37% | $731.7万 | 15.1万股 | $1,370.6万 | 28.5万股 | -13.4万股-47.03% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 2.1% | — | $705.7万 | 13.9万股 | $0 | 0股 | +13.9万股 | 新买入 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 2.07% | 2.04% | $694.1万 | 7.7万股 | $639.5万 | 8.0万股 | -3,270股-4.09% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 1.85% | 1.57% | $621.0万 | 15.7万股 | $492.4万 | 12.9万股 | +2.8万股+21.61% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.83% | 1.49% | $614.0万 | 3.9万股 | $466.1万 | 3.4万股 | +5,429股+16.11% | 加仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 1.61% | 1.7% | $539.8万 | 30.3万股 | $532.9万 | 30.4万股 | -1,253股-0.41% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1.57% | 1.55% | $527.2万 | 4.7万股 | $484.8万 | 4.7万股 | -193股-0.41% | 减仓 |
| V先锋领航全球基金VFH |
| 1.55% | 1.49% | $521.1万 | 4.0万股 | $468.4万 | 3.9万股 | +824股+2.13% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.32% | 1.24% | $441.7万 | 2.8万股 | $390.0万 | 2.7万股 | +1,238股+4.65% | 加仓 |
| SSPDR行业精选信托XLU |
| 1.24% | 1.27% | $416.8万 | 9.2万股 | $396.4万 | 8.6万股 | +5,549股+6.42% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.24% | 1.25% | $415.0万 | 5.8万股 | $393.2万 | 6.1万股 | -3,114股-5.07% | 减仓 |
| V先锋领航全球基金VDC |
| 1.22% | 1.25% | $408.4万 | 1.8万股 | $391.5万 | 1.7万股 | +678股+3.89% | 加仓 |
| V先锋领航全球基金VAW |
| 1.14% | 1.21% | $384.1万 | 1.7万股 | $378.7万 | 1.7万股 | -18股-0.11% | 减仓 |
| IiShares安硕信托IFRA |
| 1.12% | 1.14% | $377.5万 | 6.0万股 | $358.4万 | 6.3万股 | -2,778股-4.43% | 减仓 |
| V先锋领航全球基金VDE |
| 1.1% | 1.25% | $368.5万 | 2.5万股 | $390.2万 | 2.3万股 | +1,995股+8.85% | 加仓 |
| AABRDN SILVER ETF TRUSTSIVR |
| 1% | 1.17% | $335.0万 | 6.0万股 | $365.5万 | 5.1万股 | +8,535股+16.72% | 加仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.99% | 1.11% | $333.8万 | 3.1万股 | $347.9万 | 3.2万股 | -990股-3.07% | 减仓 |
| V先锋领航指数基金VUG |
| 0.9% | 0.8% | $303.6万 | 3.5万股 | $251.2万 | 5,752股 | +2.9万股+512.71% | 加仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.66% | 0.6% | $221.4万 | 6,681股 | $187.3万 | 6,511股 | +170股+2.61% | 加仓 |
| V先锋领航·TOTALBND |
| 0.65% | 0.61% | $217.0万 | 3.0万股 | $189.9万 | 2.6万股 | +3,771股+14.62% | 加仓 |
| RRBB FDTBIL |
| 0.62% | 0.73% | $206.7万 | 4.1万股 | $227.7万 | 4.6万股 | -4,226股-9.25% | 减仓 |
 泛林集团LRCX |
| 0.56% | 0.37% | $186.4万 | 4,302股 | $116.1万 | 5,432股 | -1,130股-20.80% | 减仓 |
 应用材料AMAT |
| 0.52% | 0.29% | $174.4万 | 2,412股 | $92.3万 | 2,701股 | -289股-10.70% | 减仓 |
| V先锋领航指数基金VTV |
| 0.41% | 0.39% | $138.2万 | 6,341股 | $121.2万 | 6,176股 | +165股+2.67% | 加仓 |
 微软MSFT |
| 0.4% | 0.41% | $133.8万 | 3,587股 | $129.5万 | 3,499股 | +88股+2.52% | 加仓 |
 卡特彼勒CAT |
| 0.36% | 0.29% | $120.2万 | 1,129股 | $89.6万 | 1,265股 | -136股-10.75% | 减仓 |
 博通AVGO |
| 0.34% | 0.31% | $114.0万 | 3,018股 | $98.7万 | 3,189股 | -171股-5.36% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.34% | 0.35% | $113.6万 | 4,363股 | $108.9万 | 4,408股 | -45股-1.02% | 减仓 |
 苹果AAPL |
| 0.33% | 0.3% | $110.1万 | 3,805股 | $92.6万 | 3,649股 | +156股+4.28% | 加仓 |
 英特尔INTC |
| 0.32% | 0.15% | $108.7万 | 7,785股 | $48.4万 | 1.1万股 | -3,186股-29.04% | 减仓 |
 谷歌AGOOGL |
| 0.31% | 0.28% | $104.9万 | 2,935股 | $86.6万 | 3,013股 | -78股-2.59% | 减仓 |
 AFLAC COMAFL |
| 0.31% | 0.31% | $103.0万 | 8,786股 | $96.4万 | 8,786股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.29% | 0.28% | $97.1万 | 1.9万股 | $88.4万 | 1.8万股 | +1,486股+8.39% | 加仓 |
 康明斯CMI |
| 0.28% | 0.29% | $95.1万 | 1,333股 | $92.4万 | 1,717股 | -384股-22.36% | 减仓 |
 阿斯麦ASML |
| 0.28% | 0.2% | $92.9万 | 467股 | $61.7万 | 467股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.27% | 0.26% | $92.0万 | 1.1万股 | $81.5万 | 1.1万股 | +195股+1.84% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.27% | 0.32% | $91.8万 | 7,264股 | $101.2万 | 7,264股 | 00.00% | 持仓不变 |
 FIRST SOLAR COMFSLR |
| 0.26% | 0.23% | $87.8万 | 3,722股 | $73.4万 | 3,722股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.26% | 0.24% | $86.9万 | 2,065股 | $76.8万 | 2,065股 | 00.00% | 持仓不变 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.25% | 0.21% | $84.7万 | 6,160股 | $66.2万 | 5,768股 | +392股+6.80% | 加仓 |
